UTI vs HSBC Business Cycles Fund compare

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UTI-Transpotation and Logistics Fund-Growth Option

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HSBC Business Cycles Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	HSBC Business Cycles Fund - Regular Growth
Fund	UTI-Transpotation and Logistics Fund-Growth Option	HSBC Business Cycles Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹3447 Cr	₹1078 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	30 Jul 2005	20 Aug 2014
Category	Thematic Transportation	Other Themes
Fund Type	Open Ended	Open Ended
Benchmark	Nifty Transportation & Logistics TRI	NIFTY 500 TRI
Turn Over	14%	28%
Expense Ratio	1.96	2.28
Manager	Sachin Trivedi	Venugopal Manghat
ISIN Code	INF789F01299	INF917K01RF8
Exits Load	UTI Transportation and Logistics Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365	HSBC Business Cycles Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	HSBC Business Cycles Fund - Regular Growth
1 Month	3.93%	4.02%
6 Month	3.05%	1.35%
1 Year	-3.3%	5.37%
3 Year	24.25%	28.82%
5 Year	27.11%	27.78%

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	HSBC Business Cycles Fund - Regular Growth
6 Month	11.19%	14.21%
1 Year	10.66%	17.42%
3 Year	20.75%	24.98%
5 Year	22.37%	23.73%

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	HSBC Business Cycles Fund - Regular Growth
1 Year	13.52%	11.98%
3 Year	15.91%	13.2%
5 Year	15.62%	10.61%

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	HSBC Business Cycles Fund - Regular Growth
Standard Deviation	16.44%	17.87%
Sharp	0.94%	0.98%
Beta	-	1.11%
Alpha	-	4.57%

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Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	HSBC Business Cycles Fund - Regular Growth
Name	Sachin Trivedi	Venugopal Manghat
Total AUM	₹7301 Cr	₹41442 Cr
Funds Managed	3	7
	UTI-Transpotation and Logistics Fund-Growth Option	HSBC Business Cycles Fund - Regular Growth